Gulf Futures

The Gulf Cooperation Council’s Strategic Dilemma: Real Positions on the Iran-Israel War

GEW Intelligence Unit

 

The 12-day Iran-Israel conflict of June 2025, which saw direct US military intervention, has exposed the profound strategic contradictions facing the Gulf Cooperation Council (GCC) member states

. While these six nations—Saudi Arabia, UAE, Qatar, Kuwait, Bahrain, and Oman—presented unified public condemnation of Israeli and American military actions against Iran, their private positions reveal a far more complex calculus shaped by security dependencies, economic interests, and regional power dynamics

. This analysis reveals that behind the diplomatic rhetoric lies a web of competing interests that fundamentally challenges the traditional narratives of Gulf solidarity and Iranian opposition.

GCC States’ Complex Balancing Act: Public vs Private Positions on Iran-Israel Conflict

The Public-Private Divide: A Study in Strategic Ambiguity

The most striking revelation from the June 2025 crisis is the significant gap between the GCC states’ public statements and their private strategic assessments.

. US Congressional delegations who visited the region during the conflict reported that Arab leaders expressed far more nuanced views in private conversations, with some showing barely concealed relief that Israel was addressing Iran’s nuclear capabilities

. This contradiction stems from the fundamental dilemma facing Gulf monarchies: how to balance public solidarity with Iranian sovereignty against private concerns about Iran’s regional hegemonic ambitions and nuclear program.

The GCC’s emergency ministerial meeting on June 15 produced a unified condemnation of Israeli strikes, characterizing them as violations of Iranian sovereignty and international law.

. However, intelligence sources and diplomatic reporting suggest this public unity masked significant private divergences in how each member state viewed the strategic implications of Iran’s nuclear degradation.

Individual Country Analysis: Beyond the Diplomatic Facade

Saudi Arabia: The Cautious Giant

Saudi Arabia presented the most complex positioning during the crisis, maintaining the strongest public criticism of Israeli actions while privately holding its strategic cards closest to its chest.

. Crown Prince Mohammed bin Salman’s government issued statements expressing “strong condemnation and denunciation of the blatant Israeli aggressions against the brotherly Islamic Republic of Iran” . However, US lawmakers reported that Saudi officials were “much more worried about Israel initiating this and they focused more on Gaza than anything else,” while still acknowledging that “Iran cannot have a nuclear weapon” when pressed.

The Saudi position reflects the Kingdom’s broader strategic calculus regarding regional leadership and its potential normalization with Israel.

. Saudi officials made clear that any progress toward the Abraham Accords remains contingent on “an irreversible path to a Palestinian state,” using the crisis to reinforce this prerequisite while privately recognizing the benefits of Iranian nuclear degradation.

 

United Arab Emirates: Pragmatic Relief

The UAE adopted the most pragmatic approach among GCC members, balancing public calls for de-escalation with private expressions of relief that Israel had addressed the Iranian threat.

. Abu Dhabi’s official statements emphasized the need for “immediate de-escalation” and warned against actions that could lead to “new levels of instability” . However, private conversations revealed what one US official described as UAE leaders being “in awe of what Israel’s been able to do” in its operations inside Iran.

This positioning reflects the UAE’s unique strategic situation as both an Abraham Accords signatory and a country with significant economic ties to Iran worth $9.7 billion in bilateral trade.

The UAE’s leadership understands that while publicly supporting Iranian sovereignty serves regional diplomatic interests, the degradation of Iran’s nuclear capabilities fundamentally enhances Emirati security.

 

Qatar: The Vulnerable Mediator

Qatar emerged as perhaps the most strategically vulnerable GCC member during the crisis, hosting the largest US military installation in the Middle East while maintaining the strongest economic relationship with Iran through the shared South Pars/North Field gas project. When Iran retaliated against US strikes by targeting Al Udeid Air Base with missile attacks, Qatar found itself directly in the crossfire—precisely the scenario Gulf states had sought to avoid.

Despite this vulnerability, Qatar leveraged its unique position to become the primary mediator in achieving the ceasefire. Qatari officials worked directly with both Iranian and US leadership, with President Trump specifically thanking Emir Sheikh Tamim bin Hamad Al-Thani for his mediation efforts.

 This role demonstrates Qatar’s strategic adaptation: using its connections with all parties to position itself as an indispensable diplomatic facilitator rather than simply a vulnerable host to US forces.

Map showing US military bases and troop presence across the Middle East, including Gulf Cooperation Council (GCC) member states 

Kuwait: Sovereignty Concerns and Strategic Hedging

Kuwait’s response emphasized sovereignty and international law, reflecting the emirate’s historical sensitivity to territorial violations given its own experience with Iraqi occupation.

. Kuwaiti officials expressed “deep concern” about attacks on Iranian sovereignty while calling for political solutions . However, private discussions revealed shared concerns about Iran’s nuclear program and appreciation for its degradation.

. Kuwait’s position reflects its dual vulnerability: complete dependence on the Strait of Hormuz for energy exports while hosting significant US military forces that could become Iranian targets. This has led Kuwait to emphasize diplomatic solutions while privately supporting outcomes that reduce Iranian capabilities to threaten Gulf shipping lanes.

Bahrain: Quiet Alignment with US Strategy

Bahrain adopted the most restrained public criticism of Israeli and US actions, instead “encouraging peace talks between US and Iran” . This positioning reflects Bahrain’s deep security dependence on the United States, hosting the US Naval Forces Central Command headquarters with over 7,000 personnel.

Bahraini officials were described as being “clear about the threat of a nuclear-armed Iran” while preferring diplomatic solutions.

The kingdom’s subdued response also reflects its internal security concerns, as the Sunni monarchy rules over a majority Shia population that could be influenced by Iranian messaging. By avoiding harsh criticism of anti-Iranian actions while calling for diplomacy, Bahrain threaded the needle between regional solidarity and strategic alignment with US interests.

 

Oman: The Diplomatic Balancer

Oman presented the strongest public condemnation of US strikes, calling them “a violation of international law” and highlighting risks of radioactive contamination.

. This position reflects Oman’s unique role as a regional diplomatic facilitator and its stronger economic relationship with Iran . The sultanate has historically served as a mediator between Iran and the US, including facilitating nuclear negotiations.

.However, Oman’s strong public position should not be interpreted as support for Iranian nuclear ambitions. Rather, it reflects the sultanate’s broader diplomatic strategy of maintaining relationships with all regional powers while emphasizing the importance of diplomatic rather than military solutions to regional disputes.

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Map illustrating the Strait of Hormuz, a critical oil transit chokepoint, and the surrounding countries of the Persian Gulf, including GCC member states and Iran 

The Strategic Calculations Behind the Positions

Energy Security and Economic Vulnerabilities

The GCC states’ positions are fundamentally shaped by their extreme dependence on energy exports through the Strait of Hormuz, with an average of 86.7% dependence across member states. This vulnerability creates a paradox: while publicly supporting Iranian sovereignty, Gulf leaders privately understand that Iran’s capability to threaten this critical chokepoint must be constrained.

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The economic relationship between GCC states and Iran adds another layer of complexity, with total bilateral trade reaching $13.8 billion in 2023, dominated by UAE-Iran commerce. Qatar’s shared gas field with Iran creates particular complications, as any escalation could threaten the world’s largest natural gas reserve.

. These economic interdependencies explain why public statements emphasized sovereignty and international law rather than supporting Iranian nuclear capabilities.

Military Dependencies and Alliance Structures

The extensive US military presence across GCC territories creates a fundamental security dependency that constrains public positions while shaping private strategic assessments.

. With over 40,000 US personnel stationed across the region, primarily in GCC countries, these states understand that their security ultimately depends on American protection against Iranian threats.

.The targeting of Al Udeid Air Base demonstrated the vulnerability of this arrangement, as Iran’s retaliation directly threatened Qatar despite its attempts to maintain neutrality.

. This incident reinforced the reality that GCC states cannot remain neutral in US-Iran confrontations when American forces operate from their territory.

Map showing U.S. and Iranian military bases and their strategic locations in the Persian Gulf, illustrating the geopolitical landscape for GCC states 

Economic and Strategic Implications

The Abraham Accords and Regional Realignment

The crisis has significant implications for the future of Arab-Israeli normalization through the Abraham Accords.

. While UAE and Bahrain maintained their existing relationships with Israel despite public criticism of its actions, the pathway for Saudi and Qatari normalization has become more complex . Saudi officials reinforced that Palestinian statehood remains a prerequisite for normalization, using the crisis to strengthen this bargaining position.

However, some US officials suggest that Iranian weakness resulting from the conflict could actually enhance long-term prospects for expanded normalization.

. As one congressman noted, if Iran is “defeated significantly” by Israel, it could “increase the opportunities in the longer term for the expansion of the Abraham Accords”.

Energy Market Dynamics and Regional Stability

The conflict highlighted the continued importance of Gulf energy security for global markets.

. While Iran’s threatened closure of the Strait of Hormuz did not materialize, the crisis demonstrated how quickly regional tensions can affect energy supplies and pricing.

. GCC states’ private relief at Iranian nuclear degradation partly reflects their understanding that a nuclear-armed Iran would have even greater leverage over regional energy flows.

Future Strategic Trajectories

Diplomatic Initiatives and Regional Architecture

The successful Qatari mediation of the Iran-Israel ceasefire has positioned the GCC as a potential diplomatic facilitator in future regional crises.

. This role could provide Gulf states with greater strategic autonomy, allowing them to shape outcomes rather than simply react to great power confrontations.

The crisis has also accelerated discussions about regional security architecture, with increased coordination between GCC emergency management centers and enhanced focus on radiological and environmental protection measures.

. These developments suggest the emergence of more institutionalized Gulf responses to regional threats.

Long-term Strategic Adaptations

The June 2025 crisis has fundamentally altered regional dynamics by demonstrating both Iranian vulnerability and the limits of deterrence.

. Iranian officials’ threats to withdraw from the Nuclear Non-Proliferation Treaty and pursue nuclear weapons openly suggest that the conflict may accelerate rather than prevent nuclear proliferation.

.For GCC states, this creates new strategic imperatives. The temporary degradation of Iranian capabilities provides a window for diplomatic initiatives, but the potential for Iranian nuclear acceleration requires continued coordination with US security guarantees and possibly expanded regional defense cooperation.

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Conclusion: Navigating the Strategic Paradox

The real positions of GCC member states regarding the Iran-Israel war reveal a sophisticated strategic paradox: public solidarity masking private relief, sovereignty rhetoric concealing security calculations, and diplomatic unity hiding divergent national interests.

. While all six states publicly condemned Israeli and US military actions against Iran, their private positions ranged from cautious satisfaction with Iranian degradation to active diplomatic facilitation of conflict resolution.

This analysis demonstrates that understanding Gulf politics requires looking beyond official statements to examine the underlying strategic, economic, and security factors that drive decision-making.

. The GCC states’ response to the June 2025 crisis illustrates their growing sophistication in managing competing pressures from great power competition, regional threats, and domestic constituencies while preserving their core interests in stability and security.

The crisis has ultimately strengthened the case for GCC diplomatic coordination while highlighting the limitations of public unity in the face of divergent strategic interests.

. As regional dynamics continue to evolve, the Gulf states’ ability to balance these competing pressures will remain crucial for regional stability and their own survival as viable political entities in an increasingly polarized Middle East.

 

Full Paper With References Here on GEW Reports & Analyses, click here: https://g-ew.com/?p=3790

 

 

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